How to link accounts to your dashboard

It's easy to link all your accounts and get a 360° view of your money. Learn why this is important and how it can help you meet your goals.

Here’s how to get started

You can view your dashboard and use your financial tools via the app on your phone, tablet or computer.

1. Create your account

Start by using your email and phone number to sign in. Then you’ll receive an automated phone call, email or text asking you to confirm your identity.

2. Link your account

Connect your accounts (IRA's, retirement plans, mortgages, loans, checking, credit cards and savings) by searching for your financial institution by name, or enter their website. If you have multiple account types, choose just one category such as cash, credit cards, loans or investments.

3. Enter credentials

When you enter your credentials and click "continue," we verify them with your financial institution. Learn more about how we protect your data.

4. All set

Now you can easily set a budget, track your spending and know your net worth.

Get the most out of your Empower Personal Dashboard™

We help you take control of your financial life by organizing all your accounts in one place, including your investments.

See a 360° view of your money

We bring together your investments; IRA; and 401(k), credit card and banking accounts all in one place.

Tip: Use our analytics tools to go even deeper when you plan.

Plan for retirement

Build and manage your retirement plan in one convenient place with the Retirement Planner.

Tip: Add events such as college, children or buying a home to see their impact on your plan.

Get real-time updates

The dashboard automatically updates and categorizes your information. You’ll have a real-time view to help you stick to your spending and savings goals.

Tip: Set a monthly spending target and see if you are tracking over or under your plan.

Built-in investment intelligence

Use the Investment Checkup to compare your portfolio’s allocations to recommended target allocations.

Get peace of mind

Making sure your financial data secure is extremely important to us. We use multiple layers of security in every component of our systems to keep your accounts and money safe and your information private.

Images are for illustrative purposes only

Advisory services are provided for a fee by Empower Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in Empower Advisory Group, LLC’s Form ADV.